Senior Financial Analyst

Job description

This role requires a strategic thinker with strong analytical skills, attention to detail, and the ability to work collaboratively across departments.

Key Responsibilities:

• Budgeting:
• Develop, implement, and manage the annual budgeting process.
• Analyze financial data to forecast future financial trends and prepare budget reports.
• Collaborate with department heads to align budgets with organizational goals.
• Auditing:
• Conduct internal audits to ensure compliance with financial policies and regulations.
• Identify and mitigate financial risks through thorough examination of financial records.
• Prepare detailed audit reports and present findings to senior management.
• Accounts Receivable/Accounts Payable (AR/AP):
• Oversee the AR/AP process, ensuring accurate and timely invoicing, payment processing, and reconciliation.
• Monitor and manage cash flow, including collections and disbursements.
• Implement and maintain efficient AR/AP processes to improve financial operations.
• Business Model Development:
• Analyze and assess current business models to identify areas for improvement.
• Develop and implement new business models to drive growth and profitability.
• Collaborate with cross-functional teams to integrate business model strategies.
• Financial Model Development:
• Create detailed financial models to support business decisions and strategic initiatives.
• Conduct scenario analysis to assess the financial impact of potential business decisions.
• Provide insights and recommendations based on financial modeling results.

Requirements

Qualifications:

• Bachelor's degree in Finance, Accounting, Economics, or a related field. A Master's degree or relevant certification (e.g., CFA, CPA) is a plus.
• Proven experience (3+ years) as a Financial Analyst or similar role, with expertise in budgeting, auditing, AR/AP management, and financial modeling.
• Strong analytical and problem-solving skills, with the ability to interpret complex financial data.
• Proficiency in financial software and tools (e.g., Excel, SAP, QuickBooks).
• Excellent communication and interpersonal skills, with the ability to collaborate effectively with cross-functional teams.
• Detail-oriented with strong organizational skills and the ability to manage multiple tasks simultaneously.
• Knowledge of relevant financial regulations and standards.

Benefits

Benefits:

• 401(k)
• Dental insurance
• Flexible schedule
• Health insurance
• Paid time off
• Vision insurance

Physical Setting:

• Office

Schedule:

• 8 hour shift
• Monday to Friday
• Weekends as needed

Experience:

• Accounting: 3 years (Required)
• QuickBooks: 3 years (Required)

Location:

• Tustin, CA 92780 (Required)

Ability to Commute:

• Tustin, CA 92780 (Required)

Ability to Relocate:

• Tustin, CA 92780: Relocate before starting work (Required)

Work Location: In person